Investor Presentaiton
2. Deliver a holistic, differentiated experience
Asset Mark is rebuilding eWealth Manager,
with a target launch date in 2023
AssetMark's new robust billing system
will go live in the Summer 2023
DESIRED OUTCOMES
Increase share of wallet of
existing customers
•
Attract new customers (NPAs)
•
Create opportunities to
•
Digital Experience
Compelling and intuitive
digital experience that aligns
with our defined advisor and
investor journeys
serve new markets
Efficiency and lower cost
to serve
Platform
Platform modernization
with scalable and
flexible architecture
Data
Data model and
analytics to support
personalized
experiences
For general public use.
BENEFITS FOR ADVISORS
Ox
Competitive
advantage
Reduces time
to get paid
Scalable
technology
BENEFITS FOR ASSETMARK
SOX
compliance
Automation
Enhanced
reporting
ASSETMARK.
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